Custom Object Pipelines

A walkthrough of creating pipelines for custom objects, using a pets object as an example. The speaker discovers and demonstrates the feature in real time, showing how to set it up and use it.
Hey, friends, I am falling down on the job here. There is a feature that's been kicking around that I didn't even notice. And I think I included it in.
A previous video without even noticing. Is there.
So come with me.
I'm gonna do something I've never done before.
I'm gonna discover it while I'm recording, and we'll see how that goes. So look, here I am on my.
Custom objects setting for my pets object.
And I came here a week or.
So ago to show you this associations thing.
But look, there's this pipelines tab. And I know pipelines for custom objects is a thing a lot of you have wanted, and I think I've always said, like, yeah, it's coming later, because.
I'm pretty sure that's what the ideas forum says. But here's this.
Create a pipeline button.
And so like, let's make a pet pipeline. Whatever. You can put pets through a pipeline, right?
And now I have a pipeline and.
It looks just like deal stage pipelines.
So like, since these are pets, right, like maybe.
Maybe I'm running a rescue and like, you know, new. Let's see. New. Oh, okay. New acquisition. That's not a very pleasant term for a bet. But like, you know, medical attention completed, right? We're like giving them their shots or whatever, you know, ad or like, you know, spotlight page published. And we're going to get these, you know, puppies rescued and like, potential family found or identified or whatever.
And we have different statuses here. This is so fun. So we can save this and I'm gonna. Now let's. Let's. Let's go over to my pets and see if there's a pipeline here. Guys.
I've never done this before. I don't know what to expect.
I'm sort of imagining it'll look like.
Deals and tickets if I just select pets from the drop down here.
There's pets. Let's see what happens.
I'm so excited. Did I not actually click on it? We'll try it again. Here we go. Here we go.
Oh, yeah, we have a board view. Oh, my goodness. This is so fun. Okay, okay. Pipelines for custom objects, apparently a thing. This was actually brought to my attention because one of you users as I was talking with you mentioned like, oh.
Yeah, I have a pipeline for my custom objects. Like, how'd you do that? He's like, there's a tab for it.
So anyway, just goes to show I can learn things too. Those of you who have custom objects, check it out, see if it's in there and create some pipelines.










